# Board Of Trustees For The Plumber'S Retirement Savings Fund, Local 130 DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-for-the-plumber-s-retirement-savings-fund-local-130-plan

> Board Of Trustees For The Plumber'S Retirement Savings Fund, Local 130's DC plan: 5,911 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees For The Plumber'S Retirement Savings Fund, Local 130

- **Sponsor EIN:** 860928669

- **Sponsor Address:** 1340 W. WASHINGTON BLVD, CHICAGO, IL, 60607

- **Plan Type:** DC

- **Total Participants:** 5,911

- **Total Assets:** $448.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|5,911|$448.5M|$23.7M|$3.1M|

| 2023|5,871|$398.5M|$22.0M|$0|

| 2022|5,807|$342.2M|$20.4M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER ANNUITY INSURANCE COMPANY|NONE|$194,444|—|$194,444|

| LEGACY PROFESSIONALS LLP|NONE|$46,907|—|$46,907|

| DENISE DELHAYE|EMPLOYEE|$38,885|—|$38,885|

| LANER MUCHIN LTD.|NONE|$36,381|—|$36,381|

| JOSEPH OHM|EMPLOYEE|$33,812|—|$33,812|

| GREGORIO, STEC, KLEIN & HOSE LLC|NONE|$30,190|—|$30,190|

| MARQUETTE ASSOCIATES, INC|NONE|$25,000|—|$25,000|

| BRIDGEWAY BENEFIT TECHNOLOGIES LLC|NONE|$17,011|—|$17,011|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $422,630

- **Estimated Expense Ratio:** 0.094% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$643,376|$25,000|—|$20,300|—|

| 2023|$559,154|—|—|$19,500|—|

| 2022|$334,001|$25,000|—|—|$58,385|

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